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KAi-Zen Videos

What People Are Saying About Kai-Zen

Check out what other people are saying about Kai-Zen.

Wealth Transfers - What Will Our Kids Do With Our Money?

80% of people have trouble keeping their spending within their budgets parameters. So what will your children do with your hard earned money?   Kai-Zen can help by providing annual gifts to your children, tax-free.

Medicare Videos

Applying for Medicare at 65

Check out this video on the ins and outs of applying for Medicare when you're first eligible at age 65.  Even if you don't want Medicare A&B at this time, it's important to weigh your options.

Applying for Medicare After 65

Applying for medicare can seem tricky, but we're here to make the transition easier on you.  Check out this easy to understand video that covers the topic of enrolling in medicare when you are past the age 65 (you or your spouse may be retiring, etc).   

Appealing IRMAA - High Medicare Premiums

If you have questions about how to appeal high medicare premiums, check out this video on IRMAA - Income Related Monthly Adjusted Amount. 

Breaking Down Medicare Basics and Misconceptions

Medicare is such an important and complicated program, which is why Chris and Kate with Professional Planning Services are working to make sure you know about and understand all your options. 

How Much Does Original Medicare Cost?

On this video, we'll go over how much Original Medicare costs. Please feel free to contact us if you have questions about your specifics.

Medigap & How it Works

Learn about the costs associated with Medigap, when to enroll & more on this video.

Medicare Annual Election Period

Medicare's Annual Election Period runs from 10/15-12/7.  Check out this video to learn what you can and cannot do during this time!

Medicare Basics

If you have questions about Medicare - when to enroll - what options are available - what it costs - check out this comprehensive breakdown.  If you have questions or want to see about your specific circumstances, please reach out!

Medicare Part D Donut Hole 2021

Find out about the Medicare Part D Donut Hole and what you might pay for prescriptions in 2021.

Health Insurance Videos

NJ's Health Insurance Marketplace, GetCoveredNJ, is a resource to get individual health insurance in NJ.  Check out this video to learn how to look at costs and plans on the new site, and how to enroll.  

College Planning Videos

National Decision Day

When's the best time to accept a college offer? It's National Decision Day... May 1st of your senior year.  Check out our video to find out more! 

Letters of Recommendation

So you need Letters of Recommendation for college... how many should you get? When should you request them? How do you go about asking for them? Check out this short video to learn more. 

Picking a College

Picking a college can be tough... it's important not to base this big decision solely on emotions.  We use a method called "student positioning" to ensure a solid pick.  Check out our tips in this short video!

A Resume for College

Check out this short video to find out why a resume for college may be valuable, what it's used for, and what to include when making one.

Demystifying the PSAT/PLAN, SAT/ACT

What tests should you take when?  How much should you study?  Let me break it down for you in this short video. 

How Team Engus Can Help You

As an Education Funding Specialists client, you get access to Engus, and with that, Team Engus, a resource to support you through the college process.  Check on this video to learn more!

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Disclosures: Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. AdvisErchick and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that AdvisErchick and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

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